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20121202
20121210
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CNBC 4
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Search Results 0 to 3 of about 4
CNBC
Dec 3, 2012 9:00am EST
. >> you have a combination of 11 year old age of autos, destruction of -- by the way, sandy was an auto destroyer. loss of life. horrible. terrible. it also took out many more cars than people realize. you have to pump overtime to be meet the demand. >> we're still adding up sandy and figuring that out. we're far from figuring that out. hundreds of thousands of automobiles. where are we? 15 plus at the end? >> it's possible. 15. it puts people to work in the country. they don't just add in mexico. mexico is booming. fabulous moment for mexico. they will add in this country too. >> there's talk that their share of the market in the northeast, the big three, is not as high as it is in the rest of the country. we live in part of the country where incomes are higher. you may see better numbers out of bmws and mercedes. >> i don't know the percentage that's brought into the new jersey, new york area, the ones that you always see when you go over a bridge and you look down and this is new york -- i don't mean to be too centric. the foreign cars have to replenish quickly. american cars have to
CNBC
Dec 3, 2012 12:00pm EST
, because of sandy. so i think in the meantime, until we get a resolution, i've said before, i think you're going to be in a trading range. and i think into the strength of the market, you want to take some off, never bad to have some cash. but on these pullbacks, i think you want to be buying, because i actually think the economy is getting better, particularly when you look at housing, consumer, even auto and aerospace, all those data points point to 2013. >> are you buying the market on any pullback? >> i like the santa claus rally with josh and would be raising cash. i think the risk in the markets further on the down side than the up side. but when you see some real pullbacks, buy the stock if you like it. >> morgan stanley's top market watcher has been bearish all year and not ready to change his mind. adam parker joins us live. welcome back to halftime. good to see you. >> how are you, scott? >> 1167 is where you thought we would be at the end of the year. you'll be far short. why aren't you willing to change your tune for 2013, because you're not looking for much next year. >> lo
CNBC
Dec 3, 2012 11:00pm EST
higher, particularly because of sandy, shut-in, buy. how about google? google got crushed after it reported disappointing quarter. the culprit? people switching from desktop to mobile. as google makes less money on mobile advertisers. nevertheless, google has been coming back as the company is still the sultan of search, a business still growing in the high teens. we've seen how quickly facebook was able to adapt to the new mobile advertising environment, once google has seen that rocketship, i see no reason why google should be any different. especially since google owns android, the largest mobile operating system. they need to figure out how to monetize it better. something the company is doing by releasing its own line of smartphones and tablets. the nexus phone is sold out until after christmas. of the growth stocks, i got to admit i like google less than i did before the bad quarter. if you're trying to figure out which of these stocks worries me the most, it's google, because it's become a show-me situation. how about visa and master card? both up decently since i recomme
CNBC
Dec 4, 2012 9:00am EST
coming back. amazon is just a winner here particularly in sandy. i regard google as making a comeback. i think that when you look at what -- apple fears google. google is going to do better going forward. look at facebook by the way. they figured out things. i'm not going to be -- i'm looking at stocks that once we go over the cliff bounce back and if we don't go over the cliff are where a lot of money is going. >> where does ulta, are these tier 2 names? >> ulta is -- david and i joke about this. it's the growth stock -- key to this market. gilliad has been great. same with ulta. you may laugh at ulta. i won't finish my sentence. >> i may. >> this double the store thing is what whole foods says. any time you can double stores, growth guys just love it. >> we're told there's no concern if we go over the fiscal cliff that that will result in some sort of a chill in the housing recovery offer the housing market. this harvard study that bob toll cited, 1.8 to 2.8 million households fewer since 2007 were formed and that's playing catchup. we should have the formation of those households unro
Search Results 0 to 3 of about 4